Editing Active Intelligence

'''Navigation:''' [[Main_Page]] > [[ActiveCampaign Release Notes]] > [[Partner Release Notes]] > Active Intelligence

= Active Intelligence in Partner Portal (Beta) =

== Introduction ==

'''Active Intelligence''' in the Partner Portal is a cutting-edge feature (currently in Beta) that integrates conversational, natural language AI into ActiveCampaign's Partner Portal. Designed specifically for partners managing multiple child accounts, it delivers unprecedented access to multi-account insights, proactive business intelligence, and operational scale—all from a single centralized workspace.

Powered by AI orchestration, '''Active Intelligence''' is built to facilitate faster decision-making, streamline operations, and drive higher revenue outcomes. Its breakthrough capabilities allow partners to monitor financial trends, prevent churn, predict account performance, and manage multi-account infrastructures—more efficiently than ever before.

This feature is part of ActiveCampaign’s continued push toward AI-enhanced automation, offering partners a smarter way to manage their portfolios at scale.

== How to Access Active Intelligence ==

To access the '''Active Intelligence Workspace''':

1. Log into the ActiveCampaign **Partner Portal** using your partner credentials.
2. Navigate to the main dashboard.
3. Select the tab or menu labeled **Active Intelligence** (Beta), located in the sidebar or top navigation depending on your interface setup.

Access to this feature may be limited depending on your plan tier and Beta access permissions. It is available for partners as of October 6, 2025.

== Step-by-Step Instructions ==

The Active Intelligence Workspace streamlines visibility and action across child accounts through a suite of AI-driven capabilities. Here's how to begin using it:

=== 1. Launching the Workspace ===
- From within the **Partner Portal**, click on the **Active Intelligence** tab.
- A centralized workspace will load, presenting a conversational AI interface for queries.

=== 2. Performing Natural Language Queries ===
- In the input bar, type queries such as:
  - “Show me underperforming accounts this month.”
  - “Which clients are likely to churn next quarter?”
  - “Revenue forecast for my portfolio in Q4?”
- The system returns AI-generated insights, charts, and action recommendations in real time.

=== 3. Reviewing Financial Projections ===
- Use queries such as “Billing trends for October” or “Which accounts haven’t paid yet?”
- The workspace provides a breakdown of payment patterns, revenue forecasts, and billing opportunities.

=== 4. Identifying At-Risk Accounts ===
- Use churn prediction commands such as:
  - “Accounts with declining email engagement”
  - “List of accounts at high risk of inactivity”
- Utilize the automatically generated churn scoring system for proactive retention strategies.

=== 5. Bulk Account Management ===
- Initiate **bulk child account creation** with voice or typed commands.
- Perform **cross-account comparisons** for performance benchmarking.

== Configuration Options and Settings ==

'''Active Intelligence''' operates largely as an AI assistant, but there are several settings and configurable elements within the workspace that influence its output:

* '''Natural Language Prompt Input''' – Use everyday language to query the system, enabling intuitive access to account data.
* '''Account Filters''' – Narrow visibility by region, billing status, engagement level, or custom groups.
* '''Churn Scoring Display''' – Adjust thresholds to highlight high-risk accounts based on your preferred engagement benchmarks.
* '''Insight Panels''' – Toggle modules such as billing insights, account creation summaries, churn alerts, and cross-account metrics.

While many features rely on AI automation, partners can control visibility ranges, scoring logic, and operational workflows based on their business needs.

== Best Practices and Tips ==

To get the most value out of Active Intelligence in the Partner Portal, consider these best practices:

* **Use clear, concise language** for faster responses from the AI interface. Avoid jargon unless it's account-specific.
* **Set a regular cadence** for checking churn scores and revenue forecasts to inform your account management strategy.
* **Use filters frequently** when managing large portfolios to focus only on accounts that require attention.
* **Pair insights with actions**—when the AI flags an at-risk account, immediately initiate a retention campaign or contact your client.
* **Leverage bulk creation and updates** when onboarding new clients or syncing changes across multiple accounts.

== Common Use Cases with Examples ==

Here are a few practical scenarios where Active Intelligence shines:

=== Multi-Account Health Monitoring ===
*Problem:* Manual review of 50+ accounts to check performance every week.

*Solution:* Use the prompt “Summarize performance metrics for all accounts in September.”

*Result:* Receive instant aggregated reports, sorted by performance tiers.

=== Client Retention Strategy ===
*Problem:* Several clients silently churning due to declined engagement.

*Solution:* Ask, “Which accounts have >30% drop in email opens over last 60 days?”

*Result:* The system flags accounts with red churn scores, enabling timely intervention.

=== Financial Forecasting and Planning ===
*Problem:* Quarterly billing insights only available through spreadsheet exports.

*Solution:* Prompt: “Forecast November billing by location.”

*Result:* AI returns revenue projections by region with potential upgrade signals.

== Troubleshooting ==

While Active Intelligence automates a significant portion of partner workflows, you may encounter the following issues:

'''Issue:''' Blank or no response from the AI workspace.
*Resolution:* Ensure your prompt is clear and includes specific context. If the issue persists, check internet connectivity or Beta access permissions.

'''Issue:''' Churn scores seem inconsistent.
*Resolution:* Review your engagement filters or thresholds. You may need to adjust the churn scoring logic in the settings panel.

'''Issue:''' Inability to create new accounts through the bulk creation feature.
*Resolution:* Ensure that you have sufficient permissions and that input format matches required fields for automated creation.

If problems persist, refer to ActiveCampaign support or check the article [https://help.activecampaign.com/hc/en-us/articles/22835371412636 Partner Portal - Use Active Intelligence].

== Related Features ==

For partners interested in scaling automation and insight generation, you may also find these features useful:

* [[Partner Release Notes]]
* [[ActiveCampaign Release Notes]]
* [https://help.activecampaign.com/hc/en-us/articles/22835371412636 Partner Portal - Use Active Intelligence]
* [https://www.activecampaign.com/platform/active-intelligence Learn more about Active Intelligence on our platform page]

== FAQ ==

=== Is Active Intelligence available to all partners? ===
No. As of October 6, 2025, Active Intelligence is in Beta and only available to partners who have been granted access.

=== Can I use Active Intelligence to create or manage child accounts? ===
Yes. It supports **bulk account creation** and cross-account comparisons, making it a powerful tool for multi-account management.

=== What does the churn scoring system measure? ===
The churn scoring system uses AI to analyze engagement trends and behaviors to predict accounts at risk of churn. It acts as an early warning signal.

=== How accurate are billing and revenue forecasts? ===
Forecasts are powered by predictive AI models and historical data patterns. While not guaranteed, they provide a strong directional guide for revenue planning.

=== Is any setup required to use the AI workspace? ===
No major configuration is required to get started. However, adjusting **filters**, engagement thresholds, and display panels will enhance personalization.

=== Can I export insights from the Active Intelligence dashboard? ===
Currently, Active Intelligence insights are designed for in-platform usage. Export functionality may be added in future releases.

=== What types of natural language prompts work best? ===
Clear and specific queries such as “Show churn risk by location” or “Monthly revenue per account” help the AI return accurate, actionable results.

== Summary ==

The release of '''Active Intelligence in the Partner Portal (Beta)''' marks a significant evolution for how ActiveCampaign partners operate. By combining conversational AI with deep portfolio insight delivery, Active Intelligence empowers you to support clients proactively, at scale, and with clarity.

Explore it today through your Partner Portal and stay ahead in the AI-driven marketing landscape.